Its budget season.

Its budget and planning season, and many education services teams are putting plans together for 2021 in an effort to secure your budgets and make some attempt to contribute to the company goals for next year. It is a stressful time because so many teams are scrambling to come up with these plans and most companies don’t have a process for doing it. Most managers are on their own, left to their own devices to come up with a plan that is useful.

We’d like to help change that and help customer education teams raise the bar and apply a process for creating a forecast for the year. 

In this webinar, you will learn to:

  • Understand your education services business model well enough, so that you know what to plan for in the first place. 
  • Set goals that are aligned to company goals and are goals that fit your business model.
  • Create a forecast, instead of a budget request.
  • Use a staffing model, so you can plan out the resources you need to deliver on your plan.

We will also provide you with a forecasting tool spreadsheet template, so you can take what you learned and apply it immediately to your new 20201 education services plan. 

“A budget is a license to spend. A forecast is a roadmap to [results].” - Greg Crabtree.

In early October, we shared this technique in a customer education forum and one person said they had to present their plan that week saying, “This is brilliant!! Nothing short of a paradigm shift in my world. I am frantically re-writing/rethinking my approach right now!!” 

After their meeting, this person came back into the forum and said, “My management team went cross-eyed. The meeting was not only a glorious success that derailed the entire meeting, but we’re essentially having a do-over moment where we’re addressing our respective departments from more of a forecast approach from a budget request approach.”

Webinar: How to create your 2021 education services plan

Wednesday, November 18, 2020 at 10:00am PST

Online (get comfortable wherever you are and join)

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